8:00 Registration and breakfast

8:50 Chair’s opening remarks


9:00 Developing an implementation roadmap for SEC guidance and advances in requirements

Session details 

  • Guidance for publicly traded financial institutions
  • Requirements for specific disclosures relating to climate
  • Reviewing requirements across suppliers and vendors
  • Developing a roadmap to comply with disclosure requirements
    • Multiyear planning to determine future targets
  • Legal challenges
  • Breaking down stage 1, 2 and 3 internally
  • Implications of reporting requirements
  • Interpretations of the rules and implications


9:35 Reviewing global regulatory requirements and managing disparities in approaches

Session details 

  • Reviewing requirements and reporting metrics from UK and EU
  • Future state of regulation
  • Developing consistent reporting standards
  • Exposure to European SFDR
    • Impact to evaluation of securities and exposures
  • Grouping of IFRS and FASB
    • Reviewing exposure draft
  • ISSB alignment with SEC disclosure requirements
  • Aligning operations with Paris agreement

Kevin Clarke, Executive Director, Group Regulatory and Governance, UBS

10:10 Morning refreshment break and networking


10:40 Developing standard reporting frameworks and understanding downstream impacts of climate risk

Session details 

    • Impact down to collateral level
    • Future of regulatory frameworks and expectations
    • Scoring collateral for climate change
    • Climate change and social justice
    • Increased investing in decarbonization technology and assets
    • Incorporating benefits to third world
    • Building social justice into ESG frameworks
    • Impact of climate change on third world countries

Christel Saab, Unit Chief, Environmental and Social Risk Management, Inter-American Development Bank


11:15 Addressing the climate crisis and adapting portfolios and investment decisions to further drive change

Session details 

  • Using capital in a way that is credible and meaningful
  • Transitioning to a low carbon economy
  • Challenges and opportunities of the climate crisis
  • Transparency over decision making
  • Optimizing portfolios for carbon exposure
  • Developing infrastructure for change
  • Agility to respond to change and accelerate commitments
  • Impact of geopolitical risks on timelines
  • Social considerations when transitioning
    • Impact to jobs and lower income areas and groups

James Norman, Managing Director, Sustainability and Impact, Goldman Sachs
Sarah Chapman, Global Chief Sustainability Officer, Manulife
Hervé Duteil, Chief Sustainability Officer, BNP Paribas, Americas (tbc)

12:00 Lunch break and networking


1:00 Developing climate stress testing and forecasting capabilities to accurately assess climate impacts on the organization

Session details 

  • Leveraging scenarios for a meaningful analysis
  • Developing models to replicate losses
    • Collecting data around losses
  • Understanding impact of climate events on books
    • Calibrating with long term goals
  • Designing scenarios and practically implementing stress tests
  • Data, governance, and methodology preparedness
  • Adjusting methodologies to convert data into impact.

Chandra Sekhar Khandrika, Head of Internal Audit – Model Risk Management (Audit Director), Citigroup


1:35 The future of sustainability linked instruments and financing opportunities for change

Session details 

      • Impacts of market downturn on availability
      • Incentivizing sustainability
      • Driving innovation in a market friendly environment
      • Managing funding needs with sustainability goals
      • Reviewing technologies to enable innovation
        • Balancing cost of regulation
      • Financing opportunities for eco infrastructure.

Clinton van der Spuy, Managing Director, Head of Risk Management Financial Markets Americas, Head of Climate Risk Working Group, Former Rabobank


2:10 Understanding data requirements and assurance to mitigate greenwashing risks

Session details 

      • Effective tone at the top
      • Identifying investment opportunities
      • Identifying true value
      • Differentiating organizations making great strides
      • Creating value across industries
      • Engaging stakeholders to accelerate change
      • Regulatory requirements to enhance transparency

Ekaterina Grigoryeva, Environment and Social Development Specialist (Global Lead, Financial Sector), The World Bank
Aaron Franklin, Executive Director, Head of Sustainable Finance, Sumitomo Mitsu Banking Corporation
Si-Yeon Kim, Chief Risk & Compliance Officer & Executive Chair of ESG, American Express Global Business Travel (tbc)

2:55 Afternoon refreshment break and networking


4:00 Developing an agenda to manage biodiversity challenges and adapting investment decisioning

Session details 

      • Biodiversity and natural capital
      • TNFD developments
      • Developments in subterranean biodiversity and natural capital
        • Impact to investment decision making
      • Developing natural capital protocol for institutions.

Sarah Bratton Hughes, SVP, Head of ESG and Sustainable Investing, American Century Investments


3:25 Setting short term targets to build towards an agile long term net zero target strategy

Session details 

      • Setting a decarbonization pathway
      • Adoption of net zero pathways across the industry
      • Aligning capital expenditures with targets
      • Updating compensation schemes to incentivize meeting targets
      • Techniques to put a price to carbon
      • Reducing carbon to meet Paris Agreement
      • Reviewing technology driving decarbonization
      • Retrofitting industries with technology.

Candice Dial, Director of ESG Investments, Rockefeller Capital Management
Ivan Frishberg, Chief Sustainability Officer, Amalgamated Bank
Nora Lovell Marchant,Vice President, Sustainability, AMEX GBT


4:35 Adapting ESG in evaluation of sovereign debt and equity: Adjusting ESG strategy and frameworks to better reflect changes in a geopolitical environment

Session details 

      • Managing response of organizations and reputation risk
      • Impact of Russia war and resulting sanctions on ESG agendas
      • Incorporating geopolitical circumstances into frameworks
      • Future of country ratings within ESG
      • Adjusting ESG strategy and frameworks to reflect changes
      • Evolution of political alignments and evolving threats
      • Continuing momentum in a hostile economic and geopolitical environment.

Brittany Agostino, Vice President, North American Lead of Sustainability & Impact Client Strategy, Goldman Sachs

5:10 Chair’s closing remarks
5:10 End of day 1 and networking drinks reception

8:00 Registration and breakfast

8:50 Chair’s opening remarks


9:00 Understanding exposure and adopting strategy to mitigate physical risks of climate change

Session details 

      • Converting climate risk into economic and financial impacts
      • Modeling physical risk over time
      • Impact to bank portfolio and lending strategies
      • Repositioning portfolios
      • Adjusting methodologies for frequency of physical risk events
      • Identifying vulnerable assets

Fanny Charrier, Director – Sustainable Finance Coordinator – Corporate & Leveraged Finance, Credit Agricole Corporate and Investment Bank


9:35 Developing standardized metrics for ESG ratings to enhance comparability across the industry

Session details 

      • Qualitative assessment of ratings
      • Best practices to construct ratings
      • Empirical measurement approaches
      • Reviewing recent developments and approaches
      • Metrics to measure efforts
      • Standardizing and aligning efforts across organizations
      • Reviewing varying metrics and approaches.

Olga Puntus, SVP, Environmental and Social Risk Management Lead, , Wells Fargo

10:10 Morning refreshment break and networking


10:40 Managing data and system requirements to prepare for disclosure requirements

Session details 

      • Data requirements
        • Collecting data to complete disclosures
        • Leveraging internal and third party resources to collect data
      • Engaging vendors to understand disclosure requirements
        • Managing responsibility to report carbon across supply chain
      • Enhancing disclosures to allow for actionable and informed decision making
      • Capturing and auditing sustainability metrics for disclosure
        • Capturing new figures for utilities, water management, emissions etc….

Eivind Lorgen, Chair Emeritus – Investor Advisory Group, SASB Standards


11:15 Reviewing data management frameworks to develop a holistic program of internal and external data

Session details 

        • Collecting usable data for modeling
        • Limitations with a lack of historical data
        • Treatment of various sources including unstructured data
        • Collecting data to satisfy investor appetite
        • Developing standardized metrics across financial services
        • Reliability of data sources and assurance on numbers
        • Finding consistent data across jurisdictions
        • Understanding disparities across external providers
        • Developing a standardized data framework to compare issuers
        • Data to measure and report climate exposure and emissions.

Deniz Senturk, Chief Risk Officer, Treasury Risk and Head of Integrated Analytics, State Street


12:00 Monitoring supply chain risk and reviewing scope 3 requirements beyond climate

Session details 

        • Measuring risk of supply chains
        • Monitoring labor rights and anti-bribery and corruption
        • Reviewing sanctions impacts across supply chain
        • Monitoring scope three emissions across supply chain globally
        • Incorporating continuous monitoring into controls
        • Managing jurisdictional and cultural disparities

Alessia Falsarone, Managing Director, Portfolio Strategy and Risk DMFI, PineBridge Investments (tbc)

12:35 Lunch break and networking


1:35 Monitoring for modern slave labor across supply chain and due diligence best practice

Session details 

        • Expertise to conduct effective due diligence
        • Benchmark on conducting due diligence to identify future issues
          • Identifying future labor conditions
        • Key indicators to prevent modern slave labor
        • Implementation requirements.


2:10 Incorporating diversity, equity and inclusion targets internally and externally within a broader ESG framework

Session details 

        • Ensuring diversity in vendor make up
        • Engaging businesses in supplier inventory
          • Diversifying human capital
        • Opportunities to build a more diverse population of suppliers
        • Collecting data on suppliers and potential suppliers to track diversity
        • Practical application to leverage diversity of knowledge as a result of backgrounds
        • Setting diversity targets
        • Reviewing community investment targets and social impact.

Jennifer Grzech, Director, Responsible Investing, Nuveen


2:55 Managing increased acceleration of investor interest in ESG disclosures and transition financing

Session details 

        • Understanding how disclosures are driving investment decisions
        • Increased scrutiny from investors on ESG
        • Challenges around comparability and data
        • Generating positive return portfolios
          • Monitoring sound corporate governance and environmental planning
        • Continued investment in renewable energy
        • Diversifying loan portfolios relating to energy
        • Evaluating changes to risk profile with renewable energy portfolios
        • Tax credit investments to diversify portfolio
        • Investments in infrastructure to transition away from fossil fuels

Markus Lammer, COO, Ultra High Net Worth Business, Credit Suisse (tbc)

3:30 Afternoon refreshment break and networking


4:00 Identifying costs and economic realities of ESG to gain management buy in and establish an ESG value proposition

Session details 

        • Opportunities ESG changes represent
        • Viewing ESG beyond a compliance exercise
        • Impact to customers and potential to lose business
        • Establishing goals beyond net zero and understanding financial implications
        • Demonstrating value to management
        • Competing priorities with commercial efforts
        • Integrating ESG into core commercial value proposition
        • Internal capacity to implement ESG.


4:35 Understanding stakeholder expectations to better demonstrate awareness and action on ESG issues

Session details 

        • Banking decisions based on values
        • Developing a mission statement for ESG
        • Identifying what stakeholders are looking for in a company
        • Demonstrating awareness of ESG issues
        • Developing social media strategies
        • Ensuring clarity from the top

5:10 Chair’s closing remarks

5:20 End of Congress